Richard O. Maurice
Professional summary
Richard Omer Maurice, who also goes by Richard O Maurice, is a registered financial advisor currently at WRIGHT WEALTH LLC located in Marietta, Georgia.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Richard has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Omer Maurice's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2024 - Present
WRIGHT WEALTH LLC
June 14, 2023 - December 31, 2023
WRIGHT WEALTH LLC
January 7, 2020 - May 15, 2023
IRONRIDGE WEALTH MANAGEMENT, LLC
May 2, 2017 - January 27, 2020
WATERLOO CAPITAL
November 16, 2015 - December 31, 2016
BLACK DIAMOND INVESTMENT PARTNERS, LLC
March 11, 2013 - September 1, 2015
IRONRIDGE WEALTH MANAGEMENT, LLC
September 14, 2005 - March 8, 2013
RAYMOND JAMES & ASSOCIATES, INC.
September 9, 2005 - March 8, 2013
RAYMOND JAMES & ASSOCIATES, INC.
February 28, 2003 - September 13, 2005
OSAIC FA, INC.
August 30, 2000 - September 13, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 30, 2000 - September 13, 2005
OSAIC FA, INC.
August 17, 2000 - December 31, 2002
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2024)
(2/21/2024)
Exams
Current Firm
WRIGHT WEALTH LLC
CRD#: 321215 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 489 |
| AUM (Assets Under Management) | $ 97,101,599 |
Red Flags
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